Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Martin is a financial advisor with over 20 years of experience in the financial services industry. Susan is a Certified Financial Planner (CFP) and has held various positions with TIAA-CREF Individual & Institutional Services, LLC, UBS Paine Webber Inc., J.C. Bradford & Co., and Prudential Securities Incorporated. Susan's current role is with Private Advisor Group, LLC. Susan provides financial planning, investment advice, and portfolio management services to individuals, businesses, and retirement plans. Susan is registered in Tennessee and has a Series 7, Series 24, Series 63, and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
10/27/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TN
07/20/2001 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NASHVILLE TN)
NJ
08/14/2000 - 03/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/07/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/22/1998 - 04/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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